Donaldson Capital Management, LLC Purchases in Q3 2024

Donaldson Capital Management, LLC

  • $2.59 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
391
+ 1.41%
$228.86 - $255.76 $89.5K - $100K
28.1K $7.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27
+ 0.03%
$77.02 - $85.06 $2.08K - $2.3K
82.8K $7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
907
+ 36.45%
$475.2 - $527.7 $431K - $479K
3.4K $1.79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
107
+ 1.61%
$531.86 - $624.21 $56.9K - $66.8K
6.74K $4.17M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
13.6K
+ 18.54%
$26.14 - $27.97 $355K - $380K
86.8K $2.39M
MTD
Mettler Toledo International Inc

Healthcare
68
+ 2.18%
$1308.0 - $1521.03 $88.9K - $103K
3.18K $4.77M
NFLX
Netflix Inc

Communication Services
332
+ 8.42%
$598.55 - $722.26 $199K - $240K
4.27K $3.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.83K
+ 7.13%
$59.93 - $66.52 $170K - $188K
42.6K $2.83M
D
Dominion Energy, Inc

Utilities
3.78K
+ 29.66%
$48.01 - $58.53 $181K - $221K
16.5K $954K
HMOP
Hartford Fds Exchange Traded T

ETFs
7.62K
+ 78.35%
$38.61 - $39.46 $294K - $301K
17.3K $683K
TSLA
Tesla, Inc.

Consumer Cyclical
892
New
$191.76 - $263.26 $171K - $235K
892 $233K
SCHG
Schwab Strategic Tr Us Large C

ETFs
356
+ 0.63%
$92.63 - $105.69 $33K - $37.6K
57.1K $5.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.3K
+ 8.28%
$147.95 - $191.05 $192K - $248K
17K $2.95M
MUB
Ishares National Muni Bond ETF

ETFs
1.84K
+ 27.61%
$106.13 - $108.7 $195K - $200K
8.51K $923K
VEA
Vanguard Ftse Developed Market

ETFs
3.99K
New
$47.6 - $53.31 $190K - $213K
3.99K $210K
XLF
Financial Sector Spdr

ETFs
4.65K
New
$40.84 - $45.74 $190K - $213K
4.65K $210K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
484
New
$386.81 - $423.12 $187K - $205K
484 $204K
F
Ford Motor CO

Consumer Cyclical
19.1K
New
$9.71 - $14.55 $186K - $279K
19.1K $202K
HSY
Hershey CO

Consumer Defensive
181
+ 0.94%
$182.45 - $203.25 $33K - $36.8K
19.4K $3.71M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.07%
$125.95 - $142.04 $882 - $994
10.4K $1.47M
CARR
Carrier Global Corp

Industrials
86
+ 1.29%
$61.9 - $80.88 $5.32K - $6.96K
6.74K $542K
PFF
Ishares Trust Ishares Pfd And

ETFs
102
+ 0.17%
$31.18 - $33.5 $3.18K - $3.42K
60.4K $2.01M
AMZN
Amazon Com Inc

Consumer Cyclical
3K
+ 4.52%
$161.02 - $200.0 $483K - $600K
69.4K $12.9M
SHW
Sherwin Williams CO

Basic Materials
41
+ 4.05%
$294.65 - $384.0 $12.1K - $15.7K
1.05K $401K
GE
General Electric CO

Industrials
274
+ 17.27%
$156.66 - $189.66 $42.9K - $52K
1.86K $350K
AEP
American Electric Power CO Inc

Utilities
22
+ 0.39%
$87.11 - $104.95 $1.92K - $2.31K
5.73K $587K
AXP
American Express CO

Financial Services
13
+ 0.68%
$225.92 - $271.17 $2.94K - $3.53K
1.92K $520K
SCHV
Schwab Strategic Tr Us Large C

ETFs
295
+ 4.42%
$73.43 - $80.37 $21.7K - $23.7K
6.97K $560K
SPYG
Spdr Portfolio

ETFs
606
+ 12.86%
$73.38 - $84.1 $44.5K - $51K
5.32K $441K
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 0.96%
$200.87 - $224.6 $6.03K - $6.74K
3.17K $699K
CB
Chubb LTD

Financial Services
109
+ 13.71%
$252.51 - $292.2 $27.5K - $31.8K
904 $260K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.05%
$201.87 - $242.35 $202 - $242
1.85K $432K
TJX
Tjx Companies Inc

Consumer Cyclical
23
+ 0.45%
$107.93 - $120.23 $2.48K - $2.77K
5.14K $603K
DE
Deere & CO

Industrials
10
+ 1.69%
$344.84 - $418.0 $3.45K - $4.18K
603 $251K
LHX
L3 Harris Technologies, Inc.

Industrials
7
+ 0.44%
$221.96 - $243.27 $1.55K - $1.7K
1.58K $376K
AMD
Advanced Micro Devices Inc

Technology
102
+ 3.94%
$128.67 - $183.96 $13.1K - $18.8K
2.69K $441K
BAH
Booz Allen Hamilton Holding Corp

Industrials
3
+ 0.14%
$138.82 - $162.76 $416 - $488
2.12K $345K
XPON
Expion360 Inc.

Industrials
372K
New
$0.05 - $1.04 $18.6K - $387K
372K $18K
EMR
Emerson Electric CO

Industrials
197
+ 3.95%
$98.19 - $118.87 $19.3K - $23.4K
5.18K $566K
BAC
Bank Of America Corp

Financial Services
67
+ 0.95%
$36.65 - $44.13 $2.46K - $2.96K
7.1K $281K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.02%
N/A
10.4K $1.92M
Sharkninja Inc
29K
New
N/A
29K $0
Linde PLC
15
+ 1.93%
N/A
792 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
6.69K
+ 61.02%
N/A
17.6K $0
Te Connectivity PLC
1.55K
New
N/A
1.55K $0
FDX
Fedex Corp

Industrials
5
+ 0.69%
$254.64 - $313.52 $1.27K - $1.57K
733 $200K
TM
Toyota Motor Corp

Consumer Cyclical
3
+ 0.27%
$167.18 - $207.59 $502 - $623
1.13K $201K
SNPS
Synopsys Inc

Technology
2
+ 0.28%
$463.97 - $621.3 $928 - $1.24K
719 $364K
XLE
Energy Sector Spdr

ETFs
1.36K
+ 2.16%
$84.35 - $93.39 $115K - $127K
64.5K $5.66M
Activity Summary
Buys All Purchases 105 New Holdings 12 Increased Positions 93 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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